401(k) · DOL Form 5500 · 2024
Planned Parenthood of Wisconsin 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 227
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $101,539
- Avg per participant Below avg balance/head
Official DOL plan name: Planned Parenthood of Wisconsin Retirement Plan · Sponsored by Planned Parenthood of Wisconsin · Wisconsin · Healthcare & Social Assistance
$23M in assets, 227 participants
Planned Parenthood of Wisconsin's Planned Parenthood of Wisconsin Retirement Plan reported $23M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #13,031 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Planned Parenthood of Wisconsin Retirement Plan covers 227 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $23M.
- #13,031
- in Healthcare & Social Assistance (16,916 peers)
- +10.4%
- assets growth YoY
Planned Parenthood of Wisconsin Retirement Plan's outsized position by total assets
Planned Parenthood of Wisconsin Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,049,395 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Planned Parenthood of Wisconsin Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planned Parenthood of Wisconsin Retirement Plan sits mid-pack in the medium band (227 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Planned Parenthood of Wisconsin Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Planned Parenthood of Wisconsin Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Planned Parenthood of Wisconsin Retirement Plan reported participants rose from 215 in the plan year 2023 filing to 227 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390863391 · Planned Parenthood of Wisconsin PY 2024 · 401(k)
Planned Parenthood of Wisconsin Retirement Plan · $23M · 227 · 73rd
- NET $23M
- BOOK 227
- VS-ST 73rd
- BOY 401(k)
- SCH near Wright-Hennepin Cooperative Electric Association Non-Union 401(k) Plan
- EBSA ind #13031
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Planned Parenthood of Wisconsin Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 390863391 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planned Parenthood of Wisconsin)
Sponsor-wide plan assets over time
All Planned Parenthood of Wisconsin plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 32.50841565502986% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $17M |
| 2023 | 1 | 215 | $21M |
| 2024 | 1 | 227 | $23M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Planned Parenthood of Wisconsin Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Wright-Hennepin Cooperative Electric Association Non-Union 401(k) Plan in MN ($23M); by covered participants it is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Wright-Hennepin Cooperative Electric Association Non-Union 401(k) Plan (MN) $23M · 109
- Penn Stainless Products, Inc. Profit Sharing-401(k) Plan (PA) $23M · 229
- Frank N. Magid Associates, Inc. 401(k) Profit Sharing Plan (MN) $23M · 105
- 401(k) Profit-Sharing Plan for Employees of Ingersoll Machine Tools, Inc. (IL) $23M · 172
Similar participant headcount
Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.
- Its-Sprinturf Holdings, LLC Retirement Plan (SC) 227 · 0 off
- Marbridge Foundation 401(k) Plan (TX) 227 · 0 off
- Trion Industries, Inc. Employee's 401(k) Savings Plan (PA) 227 · 0 off
- Piper Shores 401(k) Plan (ME) 227 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.